Neil Adams is a registered investment advisor at Copeland Capital Management, LLC, based in Wellesley, MA, with 14 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,983 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Schedule reflects the Small Cap Dividend Growth strategy. Copeland offers multiple strategies with varying fee schedules and account minimums ranging from $250,000 to $10,000,000. Fees are negotiable.
Fee Estimator
Location
62 Walnut Street, Floor 3, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Neil owns a rental property in Waltham, MA, and spends a few hours per week on general maintenance and collecting rental income. He began this non-investment related activity in June 2016.
Employment History
Current Registrations
Copeland Capital Management, LLC
Previous Registrations
Vigilant Distributors, LLCBroker
Northern Lights Distributors, LLCBroker
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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